The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a...

You’ve almost made it. After decades of working and saving, you are in the final leg of the marathon race to retirement. But even though you’re getting closer to the goal, this is not the time to turn on cruise control and count down the days until you pack up your...

When it comes to estate planning, one of the more important concerns is minimizing taxes. The goal of many estate planning strategies is to preserve as much wealth as possible during the transfer process. That’s a good goal, but what about after the transfer process?...

Both the Tax Cuts and Jobs Act, which was signed into law in December 2017, and the Bipartisan Budget Act, which was signed into law in January 2018, affected individual retirement accounts (IRAs). Now that both pieces of legislation are effective, it is important to...

People love discounts. Buy one, get one free. Multi-policy discounts for using the same provider for home and auto insurance. Early-bird pricing. We all love discounts because we assume they save us money. However, they don’t always save us money. There is one...

At Wealth Management Solutions, we help clients manage their financial affairs with purpose and many of them look to their interest in cars, planes, motorcycles, and artwork as an extension of their wealth and purpose. However, a stable of cars does not make a...

Newport Beach, CA, is a wonderful place to live and work. I get to enjoy the California sunshine all year round and be a stone’s throw away from the Pacific Ocean. Here there are shops, sights, and especially casual dining restaurants to enjoy. In my opinion, here are...

Brian Dobbis, QKA, QPA, QPFC, TGPCDirector, Retirement Solutions, Lord Abbett Naming beneficiaries on each retirement account can help ensure that the intended heirs receive the proceeds in a timely and tax-efficient manner.An often overlooked retirement-planning...

You’ve worked hard for decades—diligently squirrelling away savings year after year—and you’ve finally made it. Time to retire. Now all there’s left to do is relax and enjoy the fruits of your labor. Right? Not so fast. You’re not out of the woods yet. Unfortunately,...

There is no other place like Newport Beach, and I am so fortunate to call this city my home. Newport Beach is a three-mile peninsula that is home to one of the world’s best bodysurfing sites (also known as “The Wedge”), the bustling Newport Pier, and the popular...